August 05, 2014, 11:25AM

Preferred Rewards, a groundbreaking program that recognizes and rewards clients for choosing Bank of America for more of their banking and Merrill Edge for their investment needs, is now available for clients in California, Oregon, Arizona and Idaho. These states are within wave two of a four-wave national rollout of the program that began in June and will be completed... Full story »

December 24, 2013, 12:11AM

CEO and founder of Atlanta-based GV Financial Advisors, David Geller, claims that as people get wealthier, they don’t necessarily become happier. Geller also explains that people often confuse pleasure and happiness, defining happiness as being built on the foundation of a stable lifestyle, in which one engages in activity that ignites passion while making a difference in the lives of others.

July 26, 2012, 11:55AM

Davidson Trust Co., a full-service trust and wealth management firm, today announced that the firm has launched an Oregon office with two experienced trust professionals as part of a strategy to provide high-quality trust and wealth management services to more Northwest clients. Davidson Trust Co. has hired Gene d’Autremont, CTFA, as vice president, Oregon trust regional director, and Jonathan Harms... Full story »

May 21, 2012, 11:48AM

Patrick Huey, CFP at Advantis Credit Union (registered through CFS*), has been named a Five Star Wealth Manager. This is the second consecutive year Huey has been named a FIVE STAR Wealth Manager. To qualify for the Five Star Wealth Manager award, individuals are evaluated on the following criteria: • Industry credentials • Experience • Favorable regulatory and compliance history... Full story »

September 07, 2011, 7:24AM

Advantis Credit Union celebrates the opening of a new community branch at NE 15th and Fremont in Portland, Oregon this Friday and Saturday, September 9th and 10th with a Grand Opening event. Advantis, which was just named the number one credit union in the nation for returning financial value to its members, serves communities throughout the greater metro area. The... Full story »

September 07, 2011, 7:14AM

Advantis Credit Union celebrates the opening of a new community branch at NE 15th and Fremont in Portland, Oregon this Friday and Saturday, September 9th and 10th with a Grand Opening event. Advantis, which was just named the number one credit union in the nation for returning financial value to its members, serves communities throughout the greater metro area. The... Full story »

August 09, 2011, 10:58AM

Lake Oswego, Ore. - Lifelong Wealth Management, a northwest financial services firm, is expanding with a new marketing strategy that targets physicians in transition. This new niche marketing technique spurred the company to launch a new supplemental website, www.MDLifelong.com, and host a series of events for physicians in the area. The events will be held regularly at local Portland hotspots... Full story »

July 25, 2011, 8:37PM

Advantis Credit Union today announces the opening of a new community branch at NE 15th and Fremont in Portland next to Whole Foods. Advantis, which was just named the number one credit union in the nation for returning financial value to its members, serves communities throughout the greater Portland market. The NE Portland location is the credit union’s 5th branch.... Full story »

May 04, 2011, 2:47PM

Patrick Huey, CFS* Senior Financial Advisor at Advantis, has been named a Five Star Wealth Manager** for his outstanding client service and overall satisfaction. The recipients of the award reflect the top 4% of financial advisors and wealth managers in the Portland area. Five Star Professional conducts research with consumers, peers, and industry leaders, to identify service professionals who score... Full story »

May 04, 2011, 11:39AM

Patrick Huey, CFS* Senior Financial Advisor at Advantis, has been named a Five Star Wealth Manager** for his outstanding client service and overall satisfaction. The recipients of the award reflect the top 4% of financial advisors and wealth managers in the Portland area. Five Star Professional conducts research with consumers, peers, and industry leaders, to identify service professionals who score... Full story »

January 31, 2009, 11:32AM

UPDATED 2/1 WITH LINK TO COLUMN: Sunday's column is about two local money managers who didn't lose their clients' shirts and blouses last year. How did they do it and what can it mean for those of us whose investments go no further than our IRAs and 401(k)s? Read the column and weigh in here. var gaJsHost = (("https:"... Full story »